Rockwood Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Hold |
3,500
| – | – | 0.06% | 51 |
|
|
2025
Q1 | $679K | Sell |
3,500
-22
| -0.6% | -$4.27K | 0.07% | 46 |
|
|
2024
Q4 | $690K | Buy |
3,522
+6
| +0.2% | +$1.18K | 0.07% | 44 |
|
|
2024
Q3 | $696K | Buy |
3,516
+185
| +6% | +$36.6K | 0.08% | 43 |
|
|
2024
Q2 | $608K | Buy |
3,331
+161
| +5% | +$29.4K | 0.07% | 44 |
|
|
2024
Q1 | $579K | Buy |
3,170
+995
| +46% | +$182K | 0.07% | 44 |
|
|
2023
Q4 | $371K | Buy |
2,175
+9
| +0.4% | +$1.53K | 0.05% | 56 |
|
|
2023
Q3 | $337K | Hold |
2,166
| – | – | 0.06% | 50 |
|
|
2023
Q2 | $352K | Buy |
2,166
+9
| +0.4% | +$1.46K | 0.06% | 55 |
|
|
2023
Q1 | $332K | Hold |
2,157
| – | – | 0.07% | 50 |
|
|
2022
Q4 | $328K | Buy |
2,157
+197
| +10% | +$29.9K | 0.08% | 50 |
|
|
2022
Q3 | $265K | Sell |
1,960
-454
| -19% | -$61.4K | 0.08% | 56 |
|
|
2022
Q2 | $346K | Buy |
2,414
+833
| +53% | +$120K | 0.16% | 49 |
|
|
2022
Q1 | $256K | Buy |
1,581
+159
| +11% | +$25.8K | 0.12% | 65 |
|
|
2021
Q4 | $244K | Buy |
+1,422
| New | +$244K | 0.11% | 105 |
|